Privatkundenbetreuer (m/w/d)
Core
Independent and needs-based advisory and care for private customers in all financial matters, developing individual financial solutions and holistic concepts for personal financial management.
Role type
Private banking relationship manager (sales & advisory)
Builds
Long-term customer relationships and individual financial solutions for private clients
Domain
Banking / Private Finance
Deliverable
client delivery
Required skills
Financial advisory, sales acquisition, portfolio management, relationship building, financial planning
Preferred skills
Banking qualification, business administration studies, experience in active and passive business
Technologies
N/A
Responsibilities
Acquiring new customers, identifying and referring additional customer potential, maintaining long-term customer relationships, managing assigned customer portfolios, collaborating with internal and external partners
Seniority
Mid-level, independent IC